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Ross
Insurance Brokers, Inc.
"Finally, a program that works with my BGA
business
in mind. SmartOffice has put me in control of my
workflow so I can sleep at night!"
Stephen Ross, CSA
President
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Challenges
- Gain
anywhere, anytime visibility into
client activities
- Track and
schedule action items to ensure
follow up
- Tap into
existing client base to reduce
marketing costs for new leads
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Effectively manage the business
without
additional personnel
Solutions
-
SmartOffice Premier Edition for
Brokerage General Agencies
-
SmartCaseManager for pending case
management
-
SmartPolicies
- Microsoft
Outlook integration
- E-Z Data
online training library and
FastClasses
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Results
- A very simple and powerful
‘file cabinet’ of client data that tracks all
history and communication
- Ability to easily identify
the unique needs of each client
- Newfound control over
workflow that provides peace of mind
- Increased speed of doing
business
- Increased ability to sell
into existing client base and reduced marketing
costs
- Support for planned growth
with ability to track production of 5-10 new agents
per year
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Ross Insurance Brokers. Inc., based in
Clackamas, Oregon, offers insurance and financial
products and services to the individual and business
marketplace.
President Stephen Ross, a Certified Senior Advisor
(CSA), made the switch from I-Relay to SmartOffice in
2008. For more information, visit
www.rossbrokers.com. |
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